Private Client Services
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The Legacy Essentials Plan™ is intended for individuals and
families of all levels of wealth who want to be more intentional
about the design of their estate plan. |
Legacy Essentials Plan™ is an estate planning package which embodies the essentials of estate planning for an individual or family of all spectrums of wealth and involves a "conversational" design process to assist clients integrate intentionality into their estate plan, including discovering ways to promote positive use and application of the family wealth in a manner that enriches the lives and experiences of heirs and beneficiaries. Because of the flat fee pricing of this product, clients can use as much, or as little, consultation time with their attorney as they desire. The flat fee structure permits the client's focus to be on planning objectives and not on "how much is this going to cost…"
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* Special Needs Trust Contingency Trust for additional fee
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The Legacy Elite Plan™ is intended for higher net-worth estates or individuals who desire a deeply personal approach to the estate planning documents they leave behind. The Legacy Elite Plan™ is our most purposeful plan and will involve a client examining many non-financial aspects of the legacy they leave to their heirs. |
Legacy Elite Plan™ incorporates the comprehensive structuring of the Legacy Essentials Plan™ with an in depth interview and client discussion process which permits the client to identify non-legal and non-financial aspects of their legacy and integrate these experiences, memories, goals and aspirations with various components of the estate planning documents to provide a connection between the planning structure and the emotional and aspirational basis for implementing the estate planning structure that the client chooses.
Included (for each individual):
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In addition to the package estate planning, Goodspeed & Merrill will evaluate the necessity to achieve greater effectiveness in wealth transfer and tax efficiency utilizing more advanced planning tools and techniques. Our creative approach can result in using traditional techniques in an integrated manner to achieve results clients were not even aware were possible. |
Goodspeed & Merrill has experiences attorneys that will take the time to understand a client's perspective and objectives and determine if additional planning tools are appropriate to achieve the desired objectives within the client's tolerance for complexity and risk. These advance planning strategies are completely custom and depending on the sequencing and combinations of multiple techniques can achieve tremendous tax efficiency and asset protection.
Some of the tools and techniques involved in advance planning strategies are: (Not Exhaustive)
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